Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Margaret Sollom is an investment advisor representative registered with Premier Financial Group Inc. Teresa has been in the industry since 2012 and currently holds the Series 65 license. Teresa's areas of expertise include financial planning, pension consulting, educational seminars, publication of periodicals and portfolio management for individuals. Teresa's professional experience includes working with various organizations, including NorthPoint Consulting Group, Inc., HMB Media, Ideal Positions, Provident Credit Union and City of Arcata Parks and Recreation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/12/2024 - Present
Premier Financial Group Inc. (EUREKA CA)
Active
Inactive
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